Leslie Global Wealth
Latest statistics and disclosures from Leslie Global Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYV, SPYM, SPTI, SPDW, and represent 48.02% of Leslie Global Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPTI (+$14M), IUSB (+$10M), SPIB (+$7.3M), SPMB (+$7.3M), JMUB, SLYG, IAU, INTC, HONA, WDC.
- Started 13 new stock positions in SPIB, IUSB, JMUB, INTC, KLAC, HONA, GOVT, CSCO, SPMB, WDC. KO, SPTI, ASML.
- Reduced shares in these 10 stocks: WTV (-$5.2M), SPSM, SPYM, QQQ, SPYG, SPEM, Honeywell International, SPDW, ABT, NICE.
- Sold out of its positions in T, ABT, Honeywell International, RSP, NEM, NICE, SHEL.
- Leslie Global Wealth was a net buyer of stock by $36M.
- Leslie Global Wealth has $257M in assets under management (AUM), dropping by 35.33%.
- Central Index Key (CIK): 0001954832
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Portfolio Holdings for Leslie Global Wealth
Leslie Global Wealth holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust ST STR P500GRW (SPYG) | 14.6 | $38M | 315k | 118.99 |
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| Spdr Series Trust St Str P500val (SPYV) | 11.8 | $30M | 499k | 60.79 |
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| Spdr Series Trust St Str P500etf (SPYM) | 11.5 | $30M | -3% | 336k | 87.88 |
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| Spdr Series Trust St Inter Etf (SPTI) | 5.3 | $14M | NEW | 482k | 28.39 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 4.8 | $12M | -3% | 243k | 50.39 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 4.0 | $10M | NEW | 225k | 46.15 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 3.4 | $8.9M | +25% | 74k | 119.13 |
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| Apple (AAPL) | 3.3 | $8.5M | 29k | 289.36 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 2.8 | $7.3M | NEW | 218k | 33.46 |
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| Spdr Series Trust St Str Backe Etf (SPMB) | 2.8 | $7.3M | NEW | 326k | 22.31 |
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| Wisdomtree Tr Us Value Fd (WTV) | 2.8 | $7.1M | -42% | 40k | 178.69 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $7.0M | -10% | 9.4k | 736.40 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.7 | $6.9M | -12% | 119k | 57.67 |
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| Ishares Gold Tr Ishares New (IAU) | 2.6 | $6.6M | +12% | 87k | 75.51 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.4 | $6.2M | 28k | 219.43 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 1.8 | $4.7M | -12% | 92k | 51.78 |
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| Global X Fds Rate Preferred (PFFV) | 1.4 | $3.6M | +2% | 163k | 22.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $3.3M | -5% | 11k | 300.45 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.2 | $3.2M | NEW | 63k | 50.66 |
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| Realty Income (O) | 1.0 | $2.7M | +5% | 43k | 61.96 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 1.0 | $2.5M | -4% | 23k | 109.11 |
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| NVIDIA Corporation (NVDA) | 0.9 | $2.4M | +2% | 12k | 200.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $2.2M | 9.8k | 227.06 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.4M | 1.9k | 746.77 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $1.3M | +6% | 12k | 110.32 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.2M | +2% | 3.1k | 373.02 |
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| Amazon (AMZN) | 0.4 | $1.1M | -15% | 4.7k | 238.34 |
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| Micron Technology (MU) | 0.4 | $1.1M | 951.00 | 1154.29 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.0M | 869.00 | 1199.43 |
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| Broadcom (AVGO) | 0.4 | $972k | +3% | 2.6k | 377.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $930k | +9% | 2.6k | 357.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $904k | -2% | 6.6k | 137.53 |
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| Oracle Corporation (ORCL) | 0.3 | $865k | +2% | 5.9k | 146.55 |
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| Goldman Sachs (GS) | 0.3 | $859k | 849.00 | 1011.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $830k | 2.4k | 353.33 |
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| Bank of America Corporation (BAC) | 0.3 | $806k | -2% | 14k | 56.98 |
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| United Rentals (URI) | 0.3 | $772k | 681.00 | 1132.89 |
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| Abbvie (ABBV) | 0.3 | $751k | 3.0k | 251.64 |
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| Meta Platforms Cl A (META) | 0.3 | $725k | 1.3k | 563.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $706k | +11% | 1.5k | 477.57 |
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| Advanced Micro Devices (AMD) | 0.2 | $608k | 1.0k | 580.91 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $581k | -4% | 9.5k | 61.23 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.2 | $545k | -17% | 8.1k | 67.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $540k | 1.1k | 500.39 |
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| Nextera Energy (NEE) | 0.2 | $526k | 6.0k | 87.77 |
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| Applied Materials (AMAT) | 0.2 | $524k | -2% | 725.00 | 723.00 |
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| Intel Corporation (INTC) | 0.2 | $510k | NEW | 3.7k | 139.63 |
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| Eversource Energy (ES) | 0.2 | $508k | +20% | 7.0k | 72.27 |
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| Johnson & Johnson (JNJ) | 0.2 | $497k | 2.0k | 253.97 |
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| Tesla Motors (TSLA) | 0.2 | $467k | 1.1k | 420.60 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.2 | $427k | -22% | 18k | 23.44 |
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| Honeywell Aerospace (HONA) | 0.2 | $425k | NEW | 1.9k | 221.08 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $423k | 976.00 | 433.33 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $422k | 1.3k | 327.33 |
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| Altria (MO) | 0.2 | $403k | +2% | 5.6k | 71.95 |
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| Cummins (CMI) | 0.2 | $402k | +12% | 563.00 | 713.21 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $400k | 2.9k | 136.72 |
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| Verizon Communications (VZ) | 0.2 | $398k | 9.4k | 42.34 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $394k | 9.7k | 40.72 |
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| Ge Vernova (GEV) | 0.1 | $383k | +4% | 326.00 | 1174.86 |
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| Ge Aerospace Com New (GE) | 0.1 | $379k | +7% | 1.0k | 373.73 |
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| International Business Machines (IBM) | 0.1 | $377k | +26% | 1.3k | 281.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $372k | 3.3k | 113.26 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $360k | 4.2k | 86.65 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $345k | 672.00 | 513.60 |
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| Western Digital (WDC) | 0.1 | $337k | NEW | 527.00 | 638.72 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $325k | 1.7k | 189.73 |
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| Southern Company (SO) | 0.1 | $313k | -4% | 3.3k | 95.71 |
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| Merck & Co (MRK) | 0.1 | $312k | 2.4k | 128.50 |
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| Caterpillar (CAT) | 0.1 | $309k | 290.00 | 1064.90 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $287k | NEW | 144.00 | 1989.44 |
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| American Electric Power Company (AEP) | 0.1 | $284k | 2.1k | 136.81 |
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| Cisco Systems (CSCO) | 0.1 | $283k | NEW | 2.4k | 117.46 |
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| Visa Com Cl A (V) | 0.1 | $279k | +7% | 812.00 | 343.09 |
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| Kla Corp Com New (KLAC) | 0.1 | $273k | NEW | 904.00 | 301.71 |
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| McDonald's Corporation (MCD) | 0.1 | $272k | -7% | 1.0k | 270.31 |
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| Allstate Corporation (ALL) | 0.1 | $272k | 1.1k | 237.94 |
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| Chevron Corporation (CVX) | 0.1 | $261k | 1.6k | 165.76 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $260k | NEW | 11k | 22.78 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $250k | +17% | 4.9k | 50.57 |
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| Aon Shs Cl A (AON) | 0.1 | $240k | 723.00 | 331.69 |
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| Hubbell (HUBB) | 0.1 | $237k | 453.00 | 523.20 |
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| Coca-Cola Company (KO) | 0.1 | $229k | NEW | 2.8k | 81.27 |
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| Philip Morris International (PM) | 0.1 | $223k | -50% | 2.0k | 111.26 |
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| Costco Wholesale Corporation (COST) | 0.1 | $211k | 226.00 | 935.47 |
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Past Filings by Leslie Global Wealth
SEC 13F filings are viewable for Leslie Global Wealth going back to 2024
- Leslie Global Wealth 2026 Q2 filed July 21, 2026
- Leslie Global Wealth 2026 Q1 filed May 15, 2026
- Leslie Global Wealth 2025 Q4 filed Feb. 2, 2026
- Leslie Global Wealth 2025 Q3 filed Oct. 22, 2025
- Leslie Global Wealth 2025 Q2 filed Aug. 13, 2025
- Leslie Global Wealth 2025 Q1 filed May 14, 2025
- Leslie Global Wealth 2024 Q4 filed Feb. 14, 2025
- Leslie Global Wealth 2024 Q3 filed Oct. 30, 2024
- Leslie Global Wealth 2024 Q2 filed July 31, 2024